Estate and Financial Planning for Generations X and Y

Overview

You could pay $0 for this course!

The landscape of estate and financial planning challenges pertinent to Generations X and Y (individuals born after 1964) is expansive. This course introduces a fresh perspective on the multifaceted issues professionals might confront while strategizing for their Generation X and Y clients and executing those strategies.

This course qualifies for reimbursement through the state’s Workforce Training Express Fund. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course. The course code for this program is C-11328. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

Highlights

Insight into the intricacies of the Generation X and Y market.

Deconstruction of estate and financial planning missteps commonly observed within Generations X and Y.

Profound understanding of the distinctive necessities characterizing Generations X and Y.

Analysis of factors exerting influence on estate and financial blueprints for Generations X and Y.

Addressing unique considerations (e.g., nontraditional domestic partnerships).

Navigating the intricacies of retirement planning within this demographic.

Tackling the intricacies of funding education aspirations.

Navigating the evolving landscape of the workplace.

Anticipating forthcoming challenges and trends.

Designed For

CPAs,attorneys, financial planners, insurance agents, and bankers

Objectives

At the end of this course, you will be able to: Discuss specific planning requisites tailored to the Generation X and Y demographic.